To Use BCM or not...I need help

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parksidechapels

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Outlook 2010 32 bit
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I just installed BCM for Outlook 2010 and I am having a hard time figuring out if it is overkill for my business or not. I own a funeral home and I want to keep track of people have served and potential clients. I have previously used a custom form I made in Outlook and it met my needs. I like how you customize forms in BCM...I am just confused how I could organize my clients, by year. Do I have to use the default folder system? I want this as simple as possible...and to be able to share information on a non Microsoft Exchange 3 computer network. Are there any books or help out there to help. I haven't found any doing searches. Would like to hear how people use this program. I need to know this program ASAP if I am to use it...Microsoft doesn't make things very easy outside box. I would appreciate it.
 
I'm thinking it might be overkill... how well did the custom form work for you? Because it sounds like you don't need a fancy CRM with leads and other relationship managment features. I think contact folders by year would be easier. The only advantage is that is it sharable on a local network.

There isn't a lot of information available for BCM.
 
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